Author: openjargon

The BWP Trust (ASX: BWP) share price is in focus today after the company reported a 3% lift in revenue to $209.3 million and a 53.8% surge in statutory net profit after tax to $408.4 million for the year ended 30 June 2026.

What did BWP Trust report?

• Revenue rose 3.0% to $209.3 million
• Statutory net profit after tax (including fair value movements) jumped 53.8% to $408.4 million
• Funds from operations (FFO) up 4.5% to $140.9 million; FFO per security rose 2.1% to 19.29 cents
• Total FY26 distributions rose 4.1% to 19.41 cents per security
• Net tangible assets per security increased 3.3% to $4.11
• BWP’s credit rating upgraded by Moody’s to A3 (stable)

What else do investors need to know?

BWP Trust continued to focus on its internalised management structure in FY26, aiming to strengthen alignment between the board, management, and securityholders. The company completed several reset activities over the year, including the acquisition of NPR, resets and extensions to major leases, and a $228 million equity raising.

Portfolio activity included the divestment of non-core assets in Morley, Port Kennedy, and Chadstone, as well as ongoing developments at key sites such as Fountain Gate and Broadmeadows. BWP also acquired two fully leased large format retail centres in Queensland and Victoria, directing its strategy towards growth in this sector.

Looking ahead to the AGM on 29 October 2026, BWP is also progressing its planning for compliance with emerging sustainability and climate-related financial disclosure standards.

What’s next for BWP Trust?

Management expects rental income in FY27 to primarily come from well-known tenants in the Wesfarmers Group and national large-format retail operators. Demand for Bunnings Warehouse properties is expected to be steady, underpinned by strong leasing covenants.

BWP has guided to a FY27 distribution of 20.00 cents per security, roughly 3% growth on FY26. Focus areas for the new year include repurposing former Bunnings sites, capturing positive lease reversions, and targeted asset acquisitions, all while maintaining prudent gearing levels and a payout ratio between 90% and 110% of FFO.

BWP Trust share price snapshot

The BWP share price has marginally outperformed the S&P/ASX 200 index (ASX: XJO) over the last 12 months with a modest 4.5% gain.

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The post BWP Trust profit surges as distributions and portfolio quality rise in FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Iluka Resources Ltd (ASX: ILU) share price is in focus today after releasing its 2026 half-year results, highlighted by strong cash generation and a reduction in net debt.

What did Iluka Resources report?

• Mineral sands revenue: $433 million (down 22% from HY 2025)
• Underlying group EBITDA: $53 million (down 77%)
• Net profit after tax (NPAT): $(24) million (HY 2025: $92 million)
• Operating cash flow: $247 million (up 115%)
• Free cash flow – mineral sands: $200 million (HY 2025: $(192) million)
• Interim dividend: 3 cents per share fully franked (up 50%)

What else do investors need to know?

Iluka commissioned its Balranald mine, with both mining rigs now operating and focus on improved extraction and recoveries as ramp-up continues. The Eneabba rare earths refinery is progressing as scheduled and within budget, with construction now 60% complete and the project benefiting from its first rare earth offtake agreement and strengthened long-term feedstock supply.

The company’s mineral sands business saw improved cash flows driven by inventory sales and higher zircon prices, enabling a significant reduction in mineral sands net debt from $473 million to $273 million since December 2025.

What did Iluka Resources management say?

Speaking about the results, Iluka’s managing director, Tom O’Leary, commented:

In rare earths, the Eneabba refinery has progressed on schedule and budget. All major equipment has been delivered to site, construction is 60% complete and confidence in the project’s capital estimate has continued to strengthen. In parallel, Iluka entered into its first offtake agreement – covering both light and heavy magnet rare earth oxides – and strengthened the refinery’s long term feedstock position.

What’s next for Iluka Resources?

Iluka remains focused on ramping up operations at Balranald, boosting ore extraction and recoveries. The Eneabba rare earths refinery is on track for commissioning in 2027, with management highlighting the project’s backing and strategic timing amidst global demand for rare earths.

The company will continue to prioritise operational execution and balance sheet strength in the second half of 2026, looking to benefit from a recovering zircon market and progressing growth projects.

Iluka Resources share price snapshot

The Iluka Resources share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of around 7.5%.

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The post Iluka Resources shares: 2026 half-year earnings results unravelled appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Mirvac Group (ASX: MGR) share price is on the radar today after announcing a 7% lift in operating profit to $508 million and a 6% increase in distributions to $376 million for FY26, both in line with guidance.

What did Mirvac Group report?

• Operating profit after tax rose 7% to $508 million (FY25: $474 million)
• Operating earnings per stapled security up to 12.9 cents (FY25: 12.0 cpss)
• Statutory profit jumped to $677 million (FY25: $68 million)
• Distribution increased 6% to $376 million, or 9.5 cpss
• Net tangible assets per security of $2.33 (up from $2.26)
• Gearing improved to 24.1% from 27.6%

What else do investors need to know?

Mirvac’s residential divisions saw a 15% increase in sales, with 2,130 residential lots settled and gross margins improving to 24%. The commercial and mixed-use portfolio delivered $88 million in EBIT, supported by project completions and new developments.

Occupancy across the investment portfolio was a strong 98%, with like-for-like income growth at 5.3%. The company also completed over $500 million in asset sales, boosting liquidity and helping to recapitalise its funds platform, which now manages over $18 billion in third-party capital. Mirvac announced an on-market buy-back of up to $200 million in securities as part of its capital management strategy.

What did Mirvac Group management say?

Mirvac’s CEO & Managing Director, Campbell Hanan, said:

FY26 was a year of execution, with earnings growth of 7 per cent. Our results today reflect the work we have done over the past three years to reset the business, improve asset quality and drive higher returns.

Importantly, this has been achieved while strengthening our balance sheet, with gearing within our target range at 24.1 per cent, and strong liquidity and credit ratings maintained. Following the progress we have made to reposition the portfolio, strengthen the balance sheet and improve earnings visibility, we have announced an on-market share buy-back of Mirvac securities of up to $200 million. This reflects our confidence in the value embedded in the business, while providing us with flexibility to deploy capital to opportunities where we see the most value for securityholders.

What’s next for Mirvac Group?

For FY27, Mirvac is targeting operating earnings per security of 13.2 to 13.4 cents and a distribution of 9.9 cents, assuming market conditions remain steady. The company aims to settle between 2,800 and 3,100 residential lots in the coming year, with a weighted average cost of debt expected around 5.7%.

Management expects ongoing support from its expanded residential pipeline, growing funds management platform, and new commercial projects. While some uncertainty remains in the market, Mirvac believes it’s well positioned for sustained earnings and NTA growth.

Mirvac Group share price snapshot

It has been a tough 12 months for the Mirvac Group share price over the past 12 months. During this time, its shares have lost 25% of their value. This compares to a 2% gain by the S&P/ASX 200 index (ASX: XJO).

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The post Mirvac Group FY26 earnings: Operating profit and distributions rise appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

ASX stock MFF Capital Investments Ltd (ASX: MFF) is one of my preferred ideas for passive income. It’s one of the largest positions in my portfolio, partly because of how rewarding the dividends are and how confident I am about its future.

MFF is a listed investment company (LIC), one of the largest on the ASX. An LIC aims to make money for shareholders by investing in shares (or other assets) to generate returns.

LICs can fund the dividends they pay from returns they generate. If a LIC performs strongly, it can deliver a triple benefit – a good dividend yield, a rising dividend and capital growth.

Let’s look at the elements of what makes MFF a great investment.

Strong investment performance

MFF says that it aims to build lasting wealth for shareholders primarily through long-term ownership of advantaged businesses. Its strategy favours duration and enables the power of compounding.

The business has largely focused on global blue-chips which can provide pleasing long-term returns. This investment style has delivered good returns.

As of 30 June 2026, over the prior decade, its pre-tax net tangible assets (NTA) return (with taxes reinstated) has averaged 15.5% per year. I think most LICs would be very happy with that level of return over the last 10 years.

Over time, I expect the investment portfolio may change, and MFF has the investment flexibility to look for the best opportunities across the global (and ASX) share market.

Good passive dividend income

MFF has steadily grown its regular annual dividend per share each year since FY18, providing several years of dividend growth, and that trend continued in FY26.

The FY26 annual dividend per share was hiked by 23.5% to 21 cents per share. The MFF leadership has provided guidance that it’s going to continue hiking its half-year dividend by another 1 cent per share in six months. MFF has been growing its half-year dividend each year since 2024. The next dividend is guided to be 12 cents per share in six months.

If the ASX stock continues with that track record, it would pay an annual dividend per share of 25 cents in FY27 – that would represent a grossed-up dividend yield of 6.7%, including franking credits, at the time of writing. It would also represent a year-over-year increase of 19%.

Pleasing capital growth

With all of the investment returns that MFF has generated over the years, the business has been able to provide pleasing dividends and the retained money is helping drive the MFF share price and NTA higher.

Over the prior five years, the MFF share price has climbed by 82%, at the time of writing.

Considering the excellent dividend payouts over the past five years, I’d say that MFF’s capital growth has been very pleasing. Of course, past performance is not a guarantee of future performance.

$1,000 of passive income per month

MFF doesn’t pay a dividend each month, it only pays every six months. But we can take that monthly goal and multiply it by 12 for an annual goal. Investors can then divide the received dividends into monthly chunks.

The FY26 final dividend of 11 cents per share will be paid in October and the LIC expects to announce an interim dividend of 12 cents per share in six months. Therefore, we’re looking at 23 cents per share of dividends within the next 12 months.

To receive $12,000 of dividend cash within the next year, an investor would need to own 52,174 MFF shares.

If we include franking credits as part of the income, then an investor would only need 36,519 MFF shares for $12,000 of annual passive income.

I think this would be a solid investment for the long-term right now and I’d happily buy a bit more of the ASX stock at this price.

The post I’d buy 36,519 shares of this ASX stock to aim for $1,000 a month of passive income appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Mff Capital Investments. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Mff Capital Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CAR Group Ltd (ASX: CAR) has come a long way from the Australian classifieds business many investors still associate with carsales.com.au.

Today, the S&P/ASX 200 Index (ASX: XJO) share owns leading automotive marketplaces across several major international markets.

I think that global expansion could give the company plenty more room to grow over the next decade.

The model has travelled well

What first catches my attention is that CAR Group has managed to take what worked in Australia and build a much larger international business around it.

The company now operates major marketplaces in Australia, South Korea, Brazil, and North America. Importantly, management says its brands hold the number-one audience position in each market where they operate.

That scale can create a powerful cycle.

Car buyers gravitate towards marketplaces with plenty of vehicles to choose from. Dealers want to advertise where the buyers are. More dealers then bring more inventory, giving consumers another reason to return.

CAR Group now attracts an average monthly audience of around 52 million people across its marketplaces. I think that figure is worth highlighting because it shows how far the opportunity has expanded beyond Australia.

There is also still room to build more services around these audiences, rather than relying solely on charging for vehicle advertisements.

It can become more valuable to dealers

I think the next stage of this ASX 200 share’s story could increasingly be about helping dealers run their businesses.

The company already sits between dealers and millions of potential buyers, giving it access to information about vehicle demand, pricing, enquiries, and how quickly particular cars sell.

It is now using that data to develop tools that can help dealers decide which vehicles to acquire, how to price them, and which enquiries deserve the most attention.

That moves CAR Group further into the daily operations of its customers.

For me, this could strengthen the relationship considerably. A dealer using the platform to advertise vehicles is valuable. A dealer relying on CAR Group to source inventory, set prices, manage leads, and improve turnover could be worth much more over time.

AI could strengthen an advantage it already has

Artificial intelligence (AI) provides another opportunity, although I think CAR Group’s approach is more interesting than simply adding an AI feature to its website.

The company has decades of proprietary information covering listings, prices, enquiries, consumer behaviour, and vehicle transactions across its markets. Management is using this data to power its own AI platform.

The early applications are practical.

Its conversational search tool is helping people find vehicles using natural language, while AI is also being used to improve dealer listings, respond to enquiries, and provide pricing intelligence. CAR Group says users of its AI-led search are four times more likely to submit a lead.

I think this is where the company’s scale becomes particularly valuable. The technology itself will continue evolving, but CAR Group owns data and customer relationships that have taken years to build.

That could allow AI to make an already strong marketplace more effective rather than forcing the company to create an entirely new business.

Foolish takeaway

CAR Group is the sort of ASX 200 share I find increasingly attractive the further ahead I look.

It has already shown that its marketplace model can succeed internationally, and the opportunity is now expanding into dealer technology, transactions, data, and AI.

If CAR Group keeps becoming more important to both buyers and sellers, I think today’s business could look surprisingly small compared with what it becomes by 2036.

That is a growth story I would be happy to buy and give plenty of time.

The post Could this ASX 200 share be one of the best long-term buys? appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The CSL Ltd (ASX: CSL) share price had its best day in recent memory on Tuesday.

The biotech giant’s shares ended the day 17% higher at $157.82 following the release of its FY 2026 results.

Is it too late to buy CSL shares? Let’s see what Bell Potter is saying.

What is the broker saying?

Bell Potter notes that CSL delivered a result in line with guidance for FY 2026. And while weak on paper, the broker was pleased to see the key CSL Behring business rebound in the second half. It said:

NPATA declined -2% to $3.14b (cc) and was in line with $3.1b guidance. Revenue declined -1% to $15.37b (cc) and was above the $15.2b guidance. FX lifted reported revenue to $15.8b (above VA cons and BPe of $15.4b) but dragged down reported NPATA to $3.10b (in line with VA cons and BPe of $3.1b). 

The biggest highlight was in Behring, particularly the rebound in 2H26 Ig sales (+7% at cc or +11% reported) and to a lesser degree albumin declining less than feared (-5% at cc or -1% reported). The excess Ig supply imbalance that was prevalent earlier in CY26 now appears to have largely returned to normalcy based on comments from CSL and its main rivals Takeda and Grifols. Behring gross margin however continued to face pressures, with 2H gross margin of 48.2% the lowest half-yearly result since at least FY17.

The broker also highlights that CSL’s FY 2027 guidance was above expectations. It adds:

FY27 guidance for underlying NPAT +5% (cc) is above the +1% growth consensus had been expecting based on the old metric of NAPTA, hence the downgrade cycle has likely eased for the first time in several results despite the expected drag from Vifor in FY27. Investors will have also been buoyed by FY27 guidance for Behring growth at mid-single digits and an expectation of a turnaround in the Behring GM by ~70bps. We have revised our forecasts following the result and guidance, resulting in upgrades of 8%/6%/6% at the NPATA line across FY27/28/29.

Is the CSL share price in the buy zone?

Despite the positives, Bell Potter is sitting on the fence when it comes to the CSL share price.

According to the note, the broker has retained its hold rating with an improved price target of $150.00 (from $120.00).

Commenting on its recommendation, Bell Potter believes that CSL’s shares are fully valued at current levels. It said:

Based on the new underlying NPAT metric, CSL trades on a PE multiple of ~19x FY26 and ~18x FY27 earnings, with flat revenue growth and low-to-mid single digit earnings growth expected for FY27. While the result today suggests the worst (by way of earnings declines) is in the rear-view for CSL, we find it difficult to justify a greater premium than is now being attributed relative to global biopharma peers.

The post Is the CSL share price in the buy zone after the biotech giant’s results? appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Commonwealth Bank of Australia (ASX: CBA) shares have had a tough two week run.

In late afternoon trade on Tuesday, shares in the S&P/ASX 200 Index (ASX: XJO) bank stock were down 1.3%, changing hands for $162.84 apiece.

That marks the eighth consecutive day of losses for Australia’s biggest bank stock. And it sees CBA shares down 9.5% since market close on 6 August, the last day the stock closed in the green.

That’s certainly unwelcome news for longer-term shareholders.

But if you bought shares in the ASX 200 bank yesterday, and held them at market close, then you’ll be getting the all-time high dividend payout management declared when CommBank released its full year FY 2026 results last Wednesday, 12 August.

CBA stock trades ex-dividend today. And at recent share price levels you’ll be getting a significantly higher yield than if you’d bought the stock two weeks ago.

Among the more impressive figures from CBA’s FY 2026 results, the big four bank reported a 6.2% year-on-year increase in operating income to $30.2 billion.

And with profits up as well, management declared a fully franked dividend of $2.70 per share. That represents a 3.9% increase from last year and marks a record passive income payout from the company.

At the recent share price of $162.84, the final dividend alone offers a yield of 1.7%. Eligible stockholders can expect to receive that payout on 29 September.

Of course, that rising dividend means little if CBA’s share price continues to decline in the first half of FY 2027.

Which brings us back to our headline question.

CBA shares: Buy, hold or sell?

Dolphin Partners Financial Services’ Arthur Garipoli recently analysed the outlook for Australia’s biggest bank stock (courtesy of The Bull).

“Cash net profit after tax of $10.982 billion in full year 2026 was up 7% on the prior corresponding period. The net interest margin of 2.05% was down 3 basis points,” he noted of the bank’s full year results.

As for his sell recommendation on CBA shares, Garipoli said:

The bank acknowledged growth is slowing in response to higher interest rates and inflation placing uneven pressure on household incomes and economic activity.

Home loan applications since the federal budget in May fell 15%.

And despite the recent share price decline, Garipoli still has concerns over CBA’s valuation.

He concluded:

CBA is a high-quality bank, but an uncertain Australian economy leaves a challenging outlook at this point. We believe the bank is trading on a stretched valuation, so it may be prudent to lock in some profits.

CBA stock trades on a price to earnings (P/E) ratio of around 26 times, the highest among the big four ASX 200 bank stocks.

The post With $30 billion in FY26 income, should I buy CBA shares today? appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Luckily for income investors, the Australian share market is stacked with ASX dividend shares.

To narrow things down, let’s look at three top dividend shares that could be worth considering this month:

Flight Centre Travel Group Ltd (ASX: FLT)

Flight Centre could be an ASX dividend share to buy now.

The travel agency company has been through an extremely difficult period, but its earnings base is now rebuilding as travel demand normalises and the business becomes more efficient.

Flight Centre has exposure to both leisure and corporate travel, giving it more than one way to benefit if consumers and companies continue spending on trips, events, conferences, and overseas experiences.

The company is also no longer just a pure recovery story. If management can keep costs under control and improve margins, there may be scope for stronger profits and larger dividends over time.

Speaking of which, according to a recent note out of Morgans, its analysts expect a fully franked 48 cents per share dividend in FY 2027. Based on its current share price of $12.75, this would mean a dividend yield of 3.8%.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo Daily Needs REIT could be another ASX dividend share to buy.

The property company owns a portfolio of neighbourhood and large-format retail assets that are focused on everyday spending.

Its tenants include supermarkets, healthcare providers, pharmacies, pet stores, childcare operators, and other businesses linked to daily needs.

That gives the REIT a relatively defensive flavour. After all, people may delay big-ticket purchases when conditions are tough, but groceries, medicines, healthcare, and essential services remain part of normal household spending.

For FY 2027, Ord Minnett expects a dividend of 8 cents per share. This represents a 6.9% dividend yield at current prices.

Rural Funds Group (ASX: RFF)

Rural Funds could be a third ASX dividend share to buy now.

It owns a portfolio of agricultural assets, including farmland, cattle properties, vineyards, orchards, and water entitlements.

Rather than operating all these assets itself, Rural Funds generally leases them to agricultural businesses under long-term agreements.

That gives investors exposure to agriculture without taking on all the direct operating risk of farming.

Agriculture can be cyclical, and asset values can move around. But demand for food does not disappear, and high-quality agricultural land can be valuable over the long term.

Bell Potter expects this to underpin an 11.7 cents per share dividend in FY 2027. Based on its current share price of $2.18, this would mean a dividend yield of 5.4%.

The post 3 top ASX dividend shares to buy now appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Rural Funds Group. The Motley Fool Australia has recommended Flight Centre Travel Group and HomeCo Daily Needs REIT. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The National Australia Bank Ltd (ASX: NAB) share price has seen its fair share of ups and downs over the last year, as the chart below shows. After the decline, it’s a good time to consider whether the business is attractive for its dividend yield.

The ASX bank share normally offers a pleasing payout because of its fairly generous dividend payout ratio and relatively low price/earnings (P/E) ratio.

A declining share price can present an opportunity because it boosts the dividend yield on offer. If a share price falls 10%, then the dividend yield is boosted by 10%. For example, if the dividend yield was 6% and the share price fell by 10%, the dividend yield would become 6.6%.

Let’s take a look at the appeal of the dividend yield and consider whether the NAB share price is appealing to buy.

Dividend yield from the ASX bank share

The ASX bank share has regularly paid investors a good dividend yield thanks to its rewarding payouts.

Analysts think the ASX bank share’s dividend could be consistent and reliable in the 2026 financial year.

According to the projection on Commsec, the business is forecast to pay an annual dividend per share of $1.70. That translates into a dividend yield of 4.3% excluding franking credits and 6.1% including franking credits.

The business is forecast to increase its dividend per share in the 2027 financial year. That translates into a dividend yield of 4.4% excluding franking credits and 6.2% including franking credits.

Is the NAB share price a buy?

Analysts are a bit mixed on the ASX bank share right now.

According to Commsec’s collation of analyst recommendations about the business, there are currently three buy ratings, seven hold ratings and five sell ratings. While a hold is the most popular rating, the other ratings lean a bit more negative than positive.

NAB recently announced its FY26 third-quarter update, showing it generated $1.83 billion in cash earnings, representing 4% year-over-year growth. Cash earnings rose 2% compared to the FY26 first-half quarterly average.

Earnings growth was driven by 5% year-over-year growth in revenue. Total lending and acceptances rose 6% year-over-year to $817.4 billion, with 4% growth in housing loans to $451.4 billion and 9% growth in housing loans to $352.4 billion.

Based on the projections on Commsec, the NAB share price is valued at 16x FY26’s estimated earnings.

The dividend yield is decent without being significant; however, analysts seem to think there’s better value elsewhere.

The post Is the NAB share price a buy for its 6% dividend yield? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Tuesday, the S&P/ASX 200 Index (ASX: XJO) had a subdued session and edged slightly lower. The benchmark index fell 3.2 points to 9,070 points.

Will the market be able to bounce back from this on Wednesday? Here are five things to watch:

ASX 200 to fall

The Australian share market looks set for a poor session on Wednesday following a disappointing night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 18 points or 0.2% lower. In the United States, the Dow Jones fell 0.2%, the S&P 500 dropped 0.7%, and the Nasdaq tumbled 1.3%.

Oil prices rise again

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have another positive session on Wednesday after oil prices rose again overnight. According to Bloomberg, the WTI crude oil price is up 0.8% to US$85.20 a barrel and the Brent crude oil price is up 0.3% to US$91.14 a barrel. Fading US-Iran peace deal hopes were behind this.

CSL shares rated hold

In response to its results on Tuesday, Bell Potter has retained its hold rating on CSL Ltd (ASX: CSL) shares with an improved price target of $150.00 (from $120.00). It said: “Based on the new underlying NPAT metric, CSL trades on a PE multiple of ~19x FY26 and ~18x FY27 earnings, with flat revenue growth and low-to-mid single digit earnings growth expected for FY27. While the result today suggests the worst (by way of earnings declines) is in the rear-view for CSL, we find it difficult to justify a greater premium than is now being attributed relative to global biopharma peers.”

Gold price tumbles

ASX 200 gold shares such as Westgold Resources Ltd (ASX: WGX) and Northern Star Resources Ltd (ASX: NST) could have a poor session on Wednesday after the gold price tumbled. According to CNBC, the gold futures price is down 1.8% to US$4,394 an ounce. Traders were selling gold after bond yields surged to their highest levels in decades.

More ASX 200 results

Another group of ASX 200 shares are releasing their results on Wednesday and will be on watch. This includes gold miner Evolution Mining Ltd (ASX: EVN), mineral sands producer Iluka Resources Ltd (ASX: ILU), lotteries company Lottery Corporation Ltd (ASX: TLC), energy giant Santos, and coal miner Whitehaven Coal Ltd (ASX: WHC).

The post 5 things to watch on the ASX 200 on Wednesday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and The Lottery Corporation. The Motley Fool Australia has recommended CSL and The Lottery Corporation. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.